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Generate Mail Merge

This article describesexplains how to use the Generate Mail Merge tool to export bulk user mailing addresses for the Microsoft WordWord's Mail Merge feature. This guide is intended for OPS-COM administrators responsible formanaging user communications.

Using this Feature

This tool is meantdesigned to be used in conjunction with Microsoft Word's Mail Merge featurefunctionality. andNo doesadditional notconfiguration requireis anyrequired specificbeyond setuphaving otheraccess thanto the appropriate Microsoft software. At this time, there is no way to filter data, so the Generate Mail Merge tool will pull all records from your database.

Warning: ThisIn databases with a large volume of records, this tool may not workfunction ifas yourexpected. databaseIf containsyou tooencounter manyissues, records.please Contactcontact OPS-COM Support iffor this is the case.assistance.

Generating the CSV File for Export

  1. Go to User Management, and click Generate Mail Merge.

  2. This action generates the mailing list based on your total user records.

  3. Click CSV for the file export.
Composing and Initiating the Mail Merge

After downloading the file, open Microsoft Word for the next steps.Word.

Note: Depending on your version of Microsoft Word, the instructions below may differ.

Please refer to the official Microsoft Mail Merge documentation for more details.

Best Practices & Considerations

  • The tool exports all user records from your database. Filtering options are not currently available.

  • Always review the exported CSV for accuracy before proceeding.
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